RIA IntelAdvisersLouisianaPARISH INVESTMENT ADVISORS LLC

PARISH INVESTMENT ADVISORS LLC

Advisory

LAFAYETTE, LA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in LA
#104
of 142 advisers by AUM
Average account
$333K
across 267 accounts
AUM per adviser
$89M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$89M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$89M
Discretionary AUM$89M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients114
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

THOMPSON CREEK WEALTH ADVISORS
$84M
WINGO ASSET MANAGEMENT, LLC
SHREVEPORT, LA
$96M
COOPER, CLAY STEPHEN
PINEVILLE, LA
$81M
EQUITAS PARTNERS, LLC
NEW ORLEANS, LA
$97M
-11.8% 1Y
GRAF FINANCIAL, L.L.C.
BATON ROUGE, LA
$80M
GLOBAL PLANNING STEWARDS LLC
BATON ROUGE, LA
$79M

Get the full picture on PARISH INVESTMENT ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PARISH INVESTMENT ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans